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FYT vs FSCS

First Trust Small Cap Value AlphaDEX Fund vs First Trust SMID Capital Strength ETF

FYT

First Trust Small Cap Value AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$183M

FSCS

First Trust SMID Capital Strength ETF

First Trust

Annual cost

0.60%

Fund size

$58M

Key differences

  • FSCS costs 0.10% less per year.
  • FYT is significantly larger than FSCS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FYT has delivered higher annualized returns.
  • FYT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FYTFSCS
Annual cost (TER)0.70%0.60%
Fund size (AUM)$183M$58M
Since20112017
Dividend yield1.10%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.0%+1.4%
CAGR 3Y+16.4%+11.1%
CAGR 5Y+5.8%+5.5%
Sharpe 3Y0.640.52
Volatility 1Y19.16%13.01%
Max drawdown-50.48%-43.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FYT and FSCS